Thursday, March 17, 2016

Google Adds Apple iCloud Storage to Cloud Platform | Re/code

Supply chain different

"For Apple, though, the deal might portend a move to cut costs ahead of creating its own cloud storage system. Google’s cloud team is in deal-making mode, aggressively seeking to bring in new customers to use its cloud services, and may have sweetened the deal — or been more willing than AWS and Azure to concede to Apple’s demands. (And Apple, if anything, is good at aggressive demand-making.)

Then there’s Apple’s next step. Morgan Stanley, in a note last month, laid out the tea leaves: Apple has announced three data centers opening soon, and spent an estimated $1 billion last year on AWS. It’s a logical move for Apple if it wants more independence from its tech rivals. And it’s one Apple should make to store the growing media libraries from its mobile, TV and TBD products."